See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,703-100.0% | $82,719-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -19.48% | 944.92%-964.4pp | 701.18%-720.7pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,017 | $3,274-7.9% | $3,009+0.3% | $4,740-36.4% |
| Participant deferral / active EE | $3,208 | $4,802-33.2% | $4,395-27.0% | $6,400-49.9% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |